Customizing and printing of Invoice in Numia

Invoice is a bill that lists the quantity of each item, price, service description and a contact address for payment. Numia, our online bookkeeping Software helps you to create an invoice and customize as per your needs in an easy way.

The steps involved in customizing and printing invoice are

* Select customer -> create invoice.
* Enter customer name, date and address.
* Select product or add new product and enter its rate and quantity.
* Select tax details and deduction rate.
* Enter the due date and click send mail if a mail has to be sent.
* Click on the save and print button.

--> On clicking this save and print button, all your transactions will be saved.

* It will ask whether you want to customize the invoice or not.
* Click OK to customize the invoice.
* A popup window appears.In that you have the option to upload your company logo to appear in the invoice.
* Choose the fields you want to appear it in invoice and type customer message if any.
* Click submit button.

Now you can see the invoice as you wished. Click Print to print the invoice.

Customizing Homepage

In Numia, the home page gives details of all the recent activities carried out in your account. The home page lists the recent activities in invoices, Due receipts, Due payments, checks, deposits, aged customers, cash sales, etc. Recent activity of an individual and log in details are also included in the home page list. There is an option to customize your home page, i.e. to add or remove gadgets of your choice. This feature facilitates to make your home page to list the details you want. Also you can easily go through the recent transaction details and log in details.

The important advantage of this feature is that you can avoid going deep into your account for viewing the recent activities.

Sending Invoice through email in Numia

Invoice is nothing but a written record of a transaction submitted to customer or client when requesting payment for services or goods delivered. Even it is also called as bill sometimes statement, but according to me the term statement has a different meaning that does not include a formal request for payment.

A Sample screenshot from Numia,

Sending invoice through mail makes very easy for the customers/clients since it takes less time and it will be more secure. Why spend valued resources on paper and postage when you can easily convert invoices electronically and email? We at numia (an online accounting, bookkeeping software) provides option for sending invoice through mail.

Following are the steps to send invoice through mail:

• Select Customer - > click create invoice.
• Fill the details.
• Check the send mail box to send the invoice through mail.
• If the option is checked, the invoice will be mailed to the customer’s email address automatically.
• The invoice will be in excel format.